Best practices for automating business process stage progression in Dynamics 365

Applies to: Dynamics 365 Synopsis: This article helps you avoid error “Invalid stage transition. Transition to stage <stage name> is not in the process active path.” by suggesting some best practices for automating stage progression in business process flows. The Fall 2016 release of Dynamics 365 (version 8.2) introduced big enhancements to business process flows,…

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Best practices for refreshing a Microsoft Dynamics CRM test environment

Today’s guest blogger is CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective. For high availability Microsoft Dynamics CRM deployments, it is recommended that you have additional environments for test, Dev, and QA, so you can manage changes to your configuration without impacting users. This is also a good idea for disaster recovery, so if…

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Setting Up Your CRM Development Environment

Here is a great new addition to our set of technical articles on the Dynamics CRM Developer Center! Read Setting Up Your Development Environment, which explores four common development environment approaches: Using an isolated development environment Sharing a common Microsoft Dynamics CRM organization Using a hybrid environment Using different organizations in a single Microsoft Dynamics…

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Using the Microsoft Dynamics CRM Online Import Wizard

I regularly get requests for assistance with data migration challenges.  Data migrations are never easy due to the differences in data values and formats that exist between systems.  The easiest way to import data into Microsoft Dynamics CRM is using the Track in CRM capabilities available within the Outlook client.  But assuming your needs are…

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Best Practices for CRM Memory Usage

Are you trying to improve the memory usage of your .net application? I’ve spent some time recently trying to improve memory usage of our .net code. In this blog, I would like to share techniques for debugging memory issues as well as useful coding practices that would help. .Net Framework does a great job of…

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